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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-04 |
| NY | RA | APPROVED | 2026-02-27 |
| TX | RA | APPROVED | 2026-02-27 |
Branch Locations
121 Seaport Boulevard 11Th Floor, Boston, MA 02210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Subway | Dunkirk | MD | 05/2017 | 12/2017 |
| Herrington Harbour South Marina | North Beach | MD | 05/2018 | 09/2018 |
| Chipotle | Dunkirk | MD | 04/2019 | 04/2019 |
| Coldstone Creamery | Dunkirk | MD | 04/2019 | 03/2020 |
| Coldstone Creamery | Dunkirk | MD | 05/2021 | 05/2021 |
| Herrington Harbour South Marina | North Beach | MD | 06/2021 | 08/2021 |
| Gingy'S | Newport | RI | 11/2021 | 04/2022 |
| William Raveis Real Estate | Newport | RI | 01/2022 | 05/2022 |
| Herrington Harbour South Marina | North Beach | MD | 05/2022 | 09/2022 |
| Long And Foster Real Estate | Annapolis | MD | 06/2022 | 01/2023 |
| Jackson Hewitt Tax Services | Fall River | MA | 01/2023 | 04/2023 |
| Northern Highschool | Owings | MD | 09/2016 | 06/2020 |
| Fidelity Investments | Smithfield | RI | 06/2023 | 08/2024 |
| Salve Regina University | Newport | RI | 09/2020 | 06/2023 |
| Doordash | Newport | RI | 01/2020 | 01/2023 |
| Rover | Newport | RI | 12/2021 | 12/2022 |
| Unemployed | N/A | NL | 01/2013 | 05/2017 |
| Unemployed | N/A | NL | 09/2018 | 04/2019 |
| Fidelity Investments | Smithfield | RI | 06/2025 | 12/2025 |
| Fidelity Investments | Smithfield | RI | 08/2024 | 06/2025 |
| Voya Financial Advisors | Boston | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-18 |
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